Wednesday, October 28, 2026 4,528 lists 79,046 records on file
List your app or device

  1. Home
  2. Sales & CRM
  3. Deal Desk Software
Ranked on the record · 41 apps

Best Deal Desk Software 2026

Deal desk software helps teams route deal approvals, apply discount rules and keep pricing decisions visible. This list is for buyers comparing workflow, pricing and approval features across business tools.

Compare the published free-plan, trial and paid-pricing details, then check approval controls, CRM synchronization, audit trails and supported platforms. The page does not publish a ranking basis, so entries are presented for direct comparison rather than a score.

01

ClickUp

by ClickUp

Work management platform with tasks, projects and team workflows across desktop and mobile apps.

Free plan Free trial From $10 a month, billed yearly AndroidiPhone & iPadWindowsMac
02

airSlate WorkFlow (now altaFlow)

No-code tool that creates documents and forms, handles eSignatures, and routes data between CRM and ERP systems.

AndroidiPhone & iPadWeb+1
Record6.0 Visit
03

Budibase

Open-source platform for building web apps through API, self-hosted or cloud deployments.

WebLinuxAPI+1
Record6.0 Visit
04

Workato Agent Studio

Workato platform for building and running software agents through API, web and desktop apps.

iPhone & iPadWebWindows+3
Record5.9 Visit
05

Sanka Flow

Sanka Flow suits organizations coordinating finance, sales, procurement, and HR processes across existing systems or a standalone setup.

WebAPI
Record5.5 Visit
6
Smartsheet

Work management platform with board views and integrations across web, desktop and mobile.

AndroidiPhone & iPadWeb+5 $9 a month, billed yearly Record5.5 Visit
7
AI Rule Engine

Policy decision platform using approved rules, AI extraction and traces that explain each outcome.

WebAPISelf-hosted $49 a month Record5.1 Visit
8
Microsoft Power Automate

Power Automate runs low-code, conditional workflows and robotic process automation on web and Windows.

WebWindows $15 a month, billed yearly Record5.1 Visit
9
Decisions

Business process software offered for browsers, Windows desktops, mobile devices, APIs, and self-hosted setups.

AndroidiPhone & iPadWeb+3 Free plan Record5.0 Visit
10
Pipefy

Process automation platform with conditional rules and 300 task runs included.

AndroidiPhone & iPadWeb+1 Free plan Record5.0 Visit
11
Recerc

Recerc suits B2B sales teams that need sales tracking, quoting, customer portals, and follow-up workflows in one platform.

AndroidiPhone & iPadWeb+1 $30 a month, billed yearly Record5.0 Visit
12
RevOps

The free plan is positioned for new businesses with under five go-to-market staff.

WebAPI $75 a month Record5.0 Visit
13
Tallyfy

Tallyfy provides web, desktop and API workflow software for documenting and automating processes.

WebWindowsMac+2 $100 a year Record5.0 Visit
14
Zapier

Zapier suits people or teams looking to automate tasks between supported apps.

Web $19.99 a month Record5.0 Visit
15
Dock

Dock puts buyer content, conversations and next steps in shared sales rooms on web, API and browser extension.

WebBrowser extensionAPI $350 a month Record4.9 Visit
16
Airstride

Partner revenue platform for partner discovery, onboarding, CRM sync, deal approvals, commissions, and co-selling.

WebAPI £10,000 a year Record4.7 Visit
17
Nintex Automation CE

Nintex Automation CE suits organizations looking to automate business processes that include workflows, approvals, forms, or document handling.

AndroidiPhone & iPadWeb+1 — Record4.6 Visit
18 WebAPI $9 a month Record4.5 Visit
19
Kissflow

Workflow platform for building multi-step business processes with web, mobile and self-hosted options.

AndroidiPhone & iPadWeb+2 — Record4.5 Visit
20
Nutrient Workflow

Nutrient Workflow suits organizations automating document-heavy processes that need forms, approvals, routing, or compliance tracking.

AndroidiPhone & iPadWeb+1 — Record4.5 Visit
21
Veto

Veto checks AI agent tool calls and returns allow, deny or approval-required decisions through API or self-hosting.

WebAPISelf-hosted $299 a month Record4.5 Visit
22
DUEX

Reviews B2B deal decisions and produces approval memos with recommendations, confidence, risks, and saved records.

Web Free plan Record4.4 Visit
23
Moxo

AI-native process platform with branching, exception handling, supervised agents, and portals for participants.

AndroidiPhone & iPadWeb+1 $5,000 a year Record4.4 Visit
24
Pricekeel

Pricekeel uses Salesforce deal history to recommend discount guardrails and keep auditable decision records.

Web Free plan Record4.3 Visit
25
Anaplan

Anaplan is presented for organizations coordinating plans across functions such as finance, sales, supply chain, HR, and retail.

AndroidiPhone & iPadWeb+1 — Record4.2 Visit

Before you choose

Start with the pricing path

Check whether a tool has a free plan, a free trial or a paid plan. The list records these options where the maker publishes them.

Recerc lists pricing from $30 per user per month on annual billing with a 14-day trial. Moxo lists pricing from $500 per month. Nutrient Workflow lists pricing on request and a 14-day trial.

Map the approval controls

Compare approval workflows, approval levels and approval audit trails against your sales process. These fields show how a tool handles review and records decisions.

Discount controls and pricing guidance matter when a deal needs an exception. Check the published details for the controls your process requires.

Match the way your team works

The list covers tools available through the web, an API, iOS, Android, self-hosted deployment and Windows. Confirm the platform your team needs before you choose.

A web tool may suit browser-based work, while an API or self-hosted option may fit a connected or controlled environment.

Check CRM synchronization

CRM synchronization is one of the comparison fields. Review how the tool connects deal records with the systems your sales team already uses.

If a workflow must run across several systems, compare the listed API and platform support with your integration plan.

Review licence needs

The list identifies open-source tools. If you need to read, change or host code, check the licence and deployment terms for the tool you are considering.

Questions

Which deal desk tools have a free plan?
The list marks tools with a free plan. airSlate WorkFlow (now altaFlow) is listed with a free plan.
Which tools list a free trial?
Recerc lists a 14-day trial, and Nutrient Workflow lists a 14-day trial. Check an entry for its current trial terms.
What platforms are covered?
Entries can support web, API, iOS, Android, self-hosted deployment or Windows. Platform availability is shown per tool.
What pricing details can I compare?
The list compares free plan, paid-from pricing and pricing guidance. Recerc lists $30 per user per month on annual billing; Moxo lists $500 per month.
Are approval features compared?
Yes. The comparison fields include approval workflows, discount controls, approval levels and approval audit trails.